Friday, April 14, 2017

Mr Consistent in the Volatile Environment

Canara Robeco Emerging Equities is the best amongst the small cap & mid cap category and it is ranked 3rd by CRISIL. It aims to generate long term capital appreciation through investing in diversifies mid-cap stocks which have higher probability to turn into bigger corporate in the coming future. 
 
NAV of this fund has moved from 45 levels to 80 levels within a time span of 3 years and has provided more than 36% returns. It outperformed despite of the volatility in the market and has performed better than its benchmark index. 

Canara Robeco Emerging Equities Fund: Daily Chart






















Portfolio Analysis: As per the sectoral holdings Banking & Finance have been most favored sector for this fund as it is contributing 18.57% to the entire portfolio followed by Chemical and Engineering Sector. Top Holdings and Sector Allocation for this fund are shown below.



Top Holdings:
Company
PE
% Assets
Minda Industries
24.94
3.11
Atul
25.74
3.07
CARE
30.56
2.49
CCL Products
33.97
2.38
Engineers India
31.12
2.33
Sector Allocation:
Sector
%
Banking & Finance
18.57
Chemicals
14.96
Engineering
11.81
Automotive
8.87
Manufacturing
7.91

Returns as on 12th April, 2017
Performance
Fund
1 Year
42.87
3 Year
36.69
5 Year
28.64

Risk Profile:The risk associated with this fund is too high because the total investment is focused on the stocks from small caps and midcaps sector. During the corrective phase or bad times this scripts do not have any lower limits to fall which can turn into capital loss. However every coin has 2 sides as these small size companies have potential to turn large which once happens can add bumper returns to your corpus. It is suitable to investors having high risk bearing ability within the age of 20-40 years.

Investment perspective: This fund has maximum exposure to equity and as per our 
outlook on Indian Equity markets medium term outlook is positive. Parking through SIP route is the best option as of now.

Invest NOW in Canara Robeco Emerging Equities Fund online – Click here

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